AdvicePay Financial Advisor Community Blog

Webinar Recap: Highlights From our Enterprise Roundtable 📢

June 22, 2022 By AdvicePay

Powered by innovative technologies, the financial planning business model is rapidly evolving into a sustainable fee-based revenue stream. 

The financial services enterprise companies that have already empowered their advisors to implement the latest approaches demonstrate powerful growth and are driving incremental revenues to scale. For some, like LPL Financial, the gross financial planning revenue has almost doubled since implementation!

AdvicePay hosted a webinar with standout industry executives on May 18th to discuss in-depth their approach to incorporating fee-for-service financial planning as an enterprise successfully. As the leaders at the forefront of change, these executives share valuable insight in gaining critical management and compliance oversight, the use of technologies (like AdvicePay) to quickly drive revenue, and so much more. 

Not ready for a 60-minute webinar? Then watch the five-minute video below that highlights the best insights and discussions of how these enterprises support the growth of fee-for-service financial planning engagements. Highlights include comments from LPL Financial, Cetera Financial Group, Northwestern Mutual Management Company, and AdvicePay. Let's dive in!


Check out our Enterprise solutions and book a demo today. We are here when you're ready to get started! 

Want to watch the webinar? 

Click here to view the entire recorded session!


Posted by AdvicePay

Topics: Compliance, Retainer Model, Practice Management, Fee-For-Service, Enterprise